Semiconductors
Wolfspeed
30-Second Executive Brief
Executive Assessment
Wolfspeed functions as a regional institution within Semiconductors, backed by 0% sourcing coverage, with a stable competitive position.
- Maintains 1 mapped relationship across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as regional institution within the Semiconductors category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Insufficient Data
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 1
- Technology Domains
- 4
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
US silicon carbide (SiC) power semiconductor maker that emerged from a 91-day prepackaged Chapter 11 bankruptcy in September 2025, eliminating $4.6 billion of debt (about 70% reduction); reported fiscal Q3 2026 revenue of $150.2 million with AI data center revenue up 50% quarter-over-quarter, though overall revenue remains pressured by EV demand softness and Chinese SiC price competition.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions GE Aerospace
“10kV MOSFET named Top Innovation at the 2026 Power Conversion and Intelligent Motion conference and announced Memorandum of Understanding with GE Aerospace.”
SEC 8-K exhibit (0000895419-26-000049) · Aug 19, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
1 source
- ElevenFlo — Wolfspeed: 91-Day Prepack Cuts $4.6B in Chapter 11news
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding Wolfspeed — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Wolfspeed's Timeline
A sourced, dated history of Wolfspeed's key moments — founding to present.
Sep 2025 · Emerges from Chapter 11 bankruptcy, eliminating $4.6 billion in debt
Wolfspeed emerged from a 91-day prepackaged Chapter 11 restructuring, eliminating approximately $4.6 billion of debt (about 70% of total debt) and cutting interest expense roughly 60%, ending with $1.3 billion in cash and equivalents.